Menu
Close

Charí Rigby

CFP® AAMS®  

Private Wealth Advisor
CFP®, AAMS®CERTIFIED FINANCIAL PLANNER® ACCREDITED ASSET MANAGEMENT SPECIALIST®FINANCIAL ADVISOR Charí Rigby joins Level Four Financial with more than 20 years of invaluable experience in the financial services sector. She holds the Accredited Asset Management Specialist (AAMS®) designation and the prestigious Certified Financial Planner® certification, and she earned her Bachelor’s degree in Religious Studies. With a dedicated focus on the Space Coast community since 2005, Charí has cultivated a profound understanding of the importance of sound advice and exceptional service. She is known for her down to earth approach, transparency, and ability to simplify complex financial topics. Specializing in crafting passive income strategies and minimizing tax burdens, she leverages her extensive background to guide clients through every stage of life with clarity, integrity, and confidence. Growing up as a Navy brat provided Charí with a unique perspective, having moved multiple times throughout her life—from island days in Puerto Rico to cities across the U.S.—before eventually calling Florida home. Married to her college sweetheart Jason, she is a dedicated parent to Jack and Fiona. Charí thrives in the joyful chaos of a large extended family. Outside of work, she finds joy in cooking (with a true crime show playing in the background), spending time with her church community, and enjoying date nights at local favorites Hemingway’s and Long Doggers. Her multifaceted background and unwavering commitment to her family and community make her a trusted partner in navigating the intricacies of financial planning.

Melbourne

7506 Lynx Way Suite 201
Melbourne, Florida 32940